FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor

FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor

DENVER – The Financial Planning Association® (FPA®) announced today that noted financial planner Dr. Dave Yeske, CFP®, will become Practitioner Editor of the award-winning, peer-reviewed Journal of Financial Planning effective June 1, 2015.

The Journal of Financial Planning​ is published monthly and its content is focused on expanding the body of knowledge in the financial planning profession. Launched in 1979, the Journal features thought-provoking articles, interviews, columns and peer-reviewed technical contributions that are directly beneficial to financial planners in their work.

Dr. Yeske, who has built a reputation as one of the more respected practitioners, academics and authors in the financial planning profession, will serve a three-year term as Practitioner Editor of the Journal and will:

  • ​ Work closely with the publication’s editorial staff to provide unparalleled expertise on practitioner issues, challenges, opportunities, and insight into emerging trends.
  • Provide original writing exclusively for the Journal.
  • Act as an ambassador for the Journal at FPA and other key industry events and conferences.

“In the spirit of the Journal’s first practitioner editor, Lynn Hopewell, I would hope to not only provide the editorial staff with feedback from the practitioner’s perspective, but to be a talent spotter as well,” said Dr. Dave Yeske, CFP®. “Lynn was notable for introducing the profession to concepts like Safe-Withdrawal Rate analysis and Monte Carlo simulations, which were unheard of twenty years ago. If I can be half the talent-spotter Lynn was by helping to shine a light on the great talent and creativity that can be found among my fellow practitioners, I’ll feel that I’ve accomplished something I can be proud of.”

A financial planner since 1990, Dr. Yeske holds a doctorate in finance from Golden Gate University and an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. Known for his research and writing in the areas of Policy-Based Financial Planning and the role of financial planner as strategist, he currently holds an appointment as a Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he chairs the school’s financial planning program.

Dr. Yeske is a principal of Yeske Buie, a wealth management firm with offices in San Francisco and Vienna, Va., and is a long-time leader in FPA and the profession. He served as president of FPA in 2003 and chair in 2004. After completing board service in 2004, Dr. Yeske served two terms as chair of FPA’s Political Action Committee in 2005 and 2006. He then chaired the FPA Research Center Team from 2008 to 2010 and chaired FPA’s Academic Advisory Council in 2011 and 2012. He also represented FPA on the U.S. Technical Advisory Group (TAG) for the International Organization for Standardization (ISO) standard for financial planning, ISO 22222 from 2008 to 2011.

“Dave will bring extensive professional knowledge and unquestioned relational skills to his new post as Practitioner Editor of the Journal of Financial Planning,” said FPA Executive Director/CEO Lauren M. Schadle, CAE. “Editorial staff, FPA members and all readers of the Journal will directly benefit from Dave’s hands-on involvement and leadership.”

Dr. Yeske follows Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, who is concluding a three-year term as Practitioner Editor on May 31.

“Michael’s work, insights and passion for financial planning have helped Journal staff design and execute a publication that is a leader in the profession and respected among those it touches. His passion for financial planning is palpable and we were direct recipients of that passion for the past three years,” added Ms. Schadle.​